Start Your Individual Tax Return

Complete this intake form to begin your individual tax preparation process with Ceaser & Associates Financial Firm LLC.

This form is used for initial screening and onboarding. Do not enter Social Security numbers, banking information, upload identification, or submit tax documents through this public form.

Section 1 — Contact Information

Full legal name

Preferred name

Email address

Phone number

Street address

City

State

ZIP code

Preferred contact method

Phone

Email

Text

Best time to contact

Morning (8am–12pm)

Afternoon (12pm–5pm)

Evening (5pm–8pm)

Are you a new or returning client?

New client

Returning client

Individual Tax Return Intake Form